NEW DELHI: While shares of Vodafone Idea<\/a> (Vi) gained over 2 per cent in Wednesday's trade following the telecom operator's narrowing of losses in March quarter, analysts said key metrics continue to lag peers. Vi’s network investments and 5G rollout would remain constrained, which may further intensify subscriber loss, analysts said. Ahead of the operator's earnings call at 2.30 pm, they largely remained neutral to negative on the stock.

Nomura India said it would watch out for management’s commentary on status of external fundraise, subscriber trends post tariff hikes, updates on 5G trials and spectrum auctions, capex guidance and updates on tenancy negotiations with
Indus Towers<\/a>.

It said promoters' infusion of Rs 4,500 crore at premium while positive for sentiment, is not enough for Vi’s revival.

\"Large and expedited fund raise remains critical for Vi to protect further market share erosion, but it has proven elusive so far. Without significant fund-raising, we think Vi’s network investments and 5G rollout would remain constrained, at least in the near term, leading to further market share erosion. We maintain our Reduce rating on Vi and TP of Rs 8,\" it said while suggesting
Bharti Airtel<\/a> as a preferred pick.

Net debt for
Vodafone Idea<\/a> stood at Rs 1,96,420 crore compared with Rs 1,97,480 crore in the December quarter, with a cash balance of merely Rs 1,500 crore, Motilal Oswal<\/a> said.

It noted that Vodafone's subscriber loss continued at 34 lakh to 24.38 crore. Subscriber loss stood at 58 lakh in December quarter. Gross additions improved to 49 lakh against 26 lakh sequentially. Churn stood at 3.4 per cent. For now, Motilal has a neutral rating on the stock.

Meanwhile, the telecom operator's ARPU at Rs 124 was up 7.8 per cent QoQ growth, aided by tariff hikes. It was, however, less than analyst estimates. The growth in ARPU was lower than Jio's 10.6 per cent during the same period.

ICICIdirect said while government relief - option of conversion of dues into equity - ensures survival, the company needs to raise capital as early as possible to stay competitive.

Subscriber churn also needs to be controlled while the network spends lags vis-à-vis peers. We seek management commentary on fund raising, it said.

The telecom major said its net loss for the March quarter came in at Rs 6,563.10 crore, down from Rs 7,022.8 crore in the same quarter last year. Revenue rose to Rs 10,271.8 crore, up 6.46 per cent from Rs 9,647.8 crore in the year-ago quarter.

The stock traded at Rs 8.89, up 1.72 per cent in Wednesday's trade.
<\/p><\/body>","next_sibling":[{"msid":91484346,"title":"Global majors bet on India becoming a chip manufacturing hub","entity_type":"ARTICLE","link":"\/news\/global-majors-bet-on-india-becoming-a-chip-manufacturing-hub\/91484346","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"91484339","title":"Vodafone Idea","entity_type":"IMAGES","seopath":"markets\/stocks\/news\/vodafone-idea-what-analysts-want-to-know-ahead-of-q4-earnings-call\/vodafone-idea","category_name":"Vodafone Idea: What analysts want to know ahead of Q4 earnings call","synopsis":false,"thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-38594\/91484339.cms?width=150&height=112","link":"\/image\/markets\/stocks\/news\/vodafone-idea-what-analysts-want-to-know-ahead-of-q4-earnings-call\/vodafone-idea\/91484339"},{"msid":"91483784","title":"Vodafone Idea shares rise 3% as Q4 loss narrows","entity_type":"ARTICLE","seopath":"markets\/stocks\/news\/vodafone-idea-shares-rise-3-as-q4-loss-narrows","category_name":"News","synopsis":"On Tuesday, Vi said that the telecom department had computed the net present value (NPV) of the accrued interest due to the four-year deferral of the spectrum and adjusted gross revenue (AGR) payments at Rs 16,133.1 crore, a calculation since confirmed by the telco.","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-42554\/91483784.cms?width=150&height=112","link":"\/news\/markets\/stocks\/news\/vodafone-idea-shares-rise-3-as-q4-loss-narrows\/91483784"},{"msid":"91471130","title":"Vodafone Idea Q4 Results: Net loss narrows to Rs 6,563 crore","entity_type":"ARTICLE","seopath":"markets\/stocks\/earnings\/vodafone-idea-q4-results-firm-posts-net-loss-of-rs-6563-crore","category_name":"Earnings","synopsis":"Revenue from operation stood at Rs 10,271.8 crore, up 6.46 per cent from Rs 9647.8 crore in the year-ago quarter.","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-232622\/91471130.cms?width=150&height=112","link":"\/news\/markets\/stocks\/earnings\/vodafone-idea-q4-results-firm-posts-net-loss-of-rs-6563-crore\/91471130"}],"msid":91484971,"entity_type":"ARTICLE","title":"Vodafone Idea: What analysts want to know ahead of Q4 earnings call","synopsis":"Net debt for Vodafone Idea stood at Rs 1,96,420 crore compared with Rs 1,97,480 crore in the December quarter, with a cash balance of merely Rs 1,500 crore, Motilal Oswal said.","titleseo":"telecomnews\/vodafone-idea-what-analysts-want-to-know-ahead-of-q4-earnings-call","status":"ACTIVE","authors":[{"author_name":"Amit Mudgill","author_link":"\/author\/479242126\/amit-mudgill","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479242126.cms?width=100&height=100","author_additional":{"thumbsize":false,"msid":479242126,"author_name":"Amit Mudgill","author_seo_name":"amit-mudgill","designation":"Journalist","agency":false}}],"analytics":{"comments":0,"views":160,"shares":0,"engagementtimems":800000},"Alttitle":{"minfo":""},"artag":"ETMarkets.com","artdate":"2022-05-11 11:14:03","lastupd":"2022-05-11 11:14:19","breadcrumbTags":["Vodafone Idea","Vodafone Idea earnings","Vodafone Idea q4 results","Vodafone Idea news","Vodafone Idea shares","Vodafone Idea stock","Vodafone Idea share price","motilal oswal","indus towers","bharti airtel","vodafone idea","Industry"],"secinfo":{"seolocation":"telecomnews\/vodafone-idea-what-analysts-want-to-know-ahead-of-q4-earnings-call"}}" data-authors="[" amit mudgill"]" data-category-name="" data-category_id="" data-date="2022-05-11" data-index="article_1">

沃达丰的想法:分析人士想知道第四季度财报电话会议

净债务沃达丰想法站在Rs 1, 96420卢比的与Rs 97480卢比的,12月季度的现金余额是1500卢比,Motilal Oswal说。

Amit Mudgill
  • 更新2022年5月11日上午十一14坚持
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新德里:当股价沃达丰的想法(Vi)周三上涨超过2%的贸易后,电信运营商的缩小在3季度亏损,分析师表示,关键指标继续落后于同龄人。Vi 5 g的网络投资和推广仍将受到限制,这可能会进一步加强用户损失,分析师表示。操作员的财报电话会议前为2.30点,他们很大程度上保持中立负面。

野村表示,印度会小心管理的外部筹资评论状态,用户趋势关税上调后,更新5 g试验和频谱拍卖,资本支出在租赁谈判指导和更新印度塔

广告
它说推动者注入4500卢比溢价而积极的情绪,为六世的复兴是不够的。

“大大加快基金进一步提高仍然是Vi关键保护市场份额流失,但它迄今为止已被证明难以捉摸。没有重大的融资,我们认为Vi 5 g的网络投资和推广仍将受到限制,至少在短期内,导致进一步的市场份额流失。我们保持我们减少评级Vi和TP的Rs 8,”它说,虽然说Bharti Airtel作为一个优先的选择。

净债务沃达丰的想法站在Rs 96420卢比与Rs 1相比,97480年12月当季卢比,现金余额的仅仅是1500卢比,Motilal Oswal说。

它指出,沃达丰的用户损失继续在34个十万的24.38卢比。在12月季度订户站在58个十万的损失。总值添加顺序对26个十万的49个十万的改善。生产站在3.4%。现在,Motilal中性评级。

与此同时,电信运营商的ARPU Rs 124年是不可小觑的增长7.8%,由于关税上调。然而,低于分析师预期。ARPU的增长低于Jio同期的10.6%。

ICICIdirect说,虽然政府救济——选择费转化为股本——确保生存,公司需要尽可能早地筹集资金来保持竞争力。

广告
流失率也需要控制,网络相对于同行的花落。我们寻求融资管理评论,它说。

电信主要表示,其第一季度净亏损为6563 .10卢比,从去年同期7022。8卢比。收入上升到10271。8卢比,去年同期为6.46% 9647。8卢比。

股价报8.89卢比,在周三的贸易增长了1.72%。

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NEW DELHI: While shares of Vodafone Idea<\/a> (Vi) gained over 2 per cent in Wednesday's trade following the telecom operator's narrowing of losses in March quarter, analysts said key metrics continue to lag peers. Vi’s network investments and 5G rollout would remain constrained, which may further intensify subscriber loss, analysts said. Ahead of the operator's earnings call at 2.30 pm, they largely remained neutral to negative on the stock.

Nomura India said it would watch out for management’s commentary on status of external fundraise, subscriber trends post tariff hikes, updates on 5G trials and spectrum auctions, capex guidance and updates on tenancy negotiations with
Indus Towers<\/a>.

It said promoters' infusion of Rs 4,500 crore at premium while positive for sentiment, is not enough for Vi’s revival.

\"Large and expedited fund raise remains critical for Vi to protect further market share erosion, but it has proven elusive so far. Without significant fund-raising, we think Vi’s network investments and 5G rollout would remain constrained, at least in the near term, leading to further market share erosion. We maintain our Reduce rating on Vi and TP of Rs 8,\" it said while suggesting
Bharti Airtel<\/a> as a preferred pick.

Net debt for
Vodafone Idea<\/a> stood at Rs 1,96,420 crore compared with Rs 1,97,480 crore in the December quarter, with a cash balance of merely Rs 1,500 crore, Motilal Oswal<\/a> said.

It noted that Vodafone's subscriber loss continued at 34 lakh to 24.38 crore. Subscriber loss stood at 58 lakh in December quarter. Gross additions improved to 49 lakh against 26 lakh sequentially. Churn stood at 3.4 per cent. For now, Motilal has a neutral rating on the stock.

Meanwhile, the telecom operator's ARPU at Rs 124 was up 7.8 per cent QoQ growth, aided by tariff hikes. It was, however, less than analyst estimates. The growth in ARPU was lower than Jio's 10.6 per cent during the same period.

ICICIdirect said while government relief - option of conversion of dues into equity - ensures survival, the company needs to raise capital as early as possible to stay competitive.

Subscriber churn also needs to be controlled while the network spends lags vis-à-vis peers. We seek management commentary on fund raising, it said.

The telecom major said its net loss for the March quarter came in at Rs 6,563.10 crore, down from Rs 7,022.8 crore in the same quarter last year. Revenue rose to Rs 10,271.8 crore, up 6.46 per cent from Rs 9,647.8 crore in the year-ago quarter.

The stock traded at Rs 8.89, up 1.72 per cent in Wednesday's trade.
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